OLVRX Mutual Fund

NAV$24.60

AUM$225,936.93

TER0.69%

Holdings98

OLVRX Mutual Fund

NAV$24.60

JPMorgan Large Cap Value Fund Class R4

AUM$225,936.93

TER0.69%

Holdings98

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OLVRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OLVRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OLVRX Mutual Fund Overlap Analysis

OLVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OLVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, OLVRX may share significant positions with broad-market funds.

OLVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OLVRX tax-loss harvesting finds highly correlated but non-identical funds.